Senior Administrator- S14 Transfers, Retirements Withdrawals

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

The successful incumbent will be responsible for processing of the Section 14 transfers In and Out. The successful candidate will perform the end-to-end processes which includes providing a quote, drafting of Form H and J to enable submission to trustees for approval. In addition, apply for tax directives, communicate to Funds, intermediaries etc. The position offers many opportunities for personal growth.

This position requires an individual with strong Section 14 transfer knowledge and Pension Fund administration and legislation.

SPECIFIC KEY RESULT AREAS:

• Applies Section 14 processes aligned to legislation.
• Drafting of Form H & J forms and submit to Trustees for approval.
• Submit forms to Transferor Funds.
• Apply for NIL tax directives and Recognition of transferor (ROT) to SARS.
• Payment to another Retirement Annuity Fund.
• Written and verbal communication to intermediaries and clients.
• Manage enquiries with stakeholders.
• Adheres to service and quality standards.
• Collaborates effectively with others to achieve personal results.
• Ensure regulatory and legislative compliance.
• Delivers on daily production standards.
• Excellent daily planning and time management skills.

GENERIC KEY RESULT AREAS:

Relationship Building

• Establishes and maintains relationships with all internal and external stakeholders.

Team Effectiveness

• Accountable for client service delivery through efforts of others.
• Balances own priorities with directing and motivating others.
• Plans and assigns work.
• Guides and directs staff to achieve operational excellence.
• Delivers, maintains and enhances service/work standards and work quality within the process.

Personal Effectiveness

• Accountable for service delivery through own efforts.
• Individually accountable for managing own time, tasks and output.
• Accepts and lives the company values.
• Accountable for ensuring that quality of own work adds to efficiency of processes

Role Qualifications:

• Matric
• SARAF Section 14 experience
• SARAF New Business processing experience an advantage.
• SARAF product knowledge an advantage.
• Knowledge of pension fund administration & legislation essential.
• Working knowledge of BPM AWD and OMUNET.
• High level of PC proficiency in MS Office (Word and Excel).
• Strong customer focus, energetic and a team player.
• Keeping up with current developments and trends in area of expertise.
• Self-motivated and action orientated, with high levels of energy and self-confidence.
• Very strong analytical & logical reasoning skills.
• Makes recommendations based on concrete, well-defined information.

Competencies

• Business Awareness
• Client Focus
• Decision Making
• Gaining Commitment
• Initiating Action
• Technical Knowledge

Skills

Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review

Competencies

Directs Work, Drives Results, Ensures Accountability, Manages Complexity, Optimizes Work Processes, Plans and Aligns, Tech Savvy

Education

Matriculation Certificate (Matric)

Closing Date

14 July 2026, 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.